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Transform Wealth’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Transform Wealth’s Portfolio FLTR Stock Details FLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$11.9M Buy
+467,309
New +$11.9M 0.72% 45
2024
Q4 		– Sell
-203,365
Closed -$5.18M – 265
2024
Q3 		$5.18M Sell
203,365
-19,096
-9% -$486K 0.34% 68
2024
Q2 		$5.67M Buy
+222,461
New +$5.67M 0.43% 64